Sales/Customer Service, Dataverse, Power Automate, Copilot, security, integrations.
Before starting, we run a 1-minute tech check — microphone, ambient noise, connection. If your setup isn't good enough, the test is fully refunded.
Prove in 15 minutes that you actually know Dynamics 365 Sales, Dataverse, Power Automate and Copilot for Sales — not just that you listed them on your resume.
The Plume Microsoft Dynamics 365 badge validates your real ability to configure, administer and optimize the Dynamics 365 ecosystem under professional conditions. In a 15-minute live oral with an AI examiner (OpenAI Realtime), you are questioned on what actually matters on the job: modeling sales processes in the Sales module, structuring data in Dataverse, orchestrating Power Automate, designing multi-layer security (roles, business units, column-level security), and integrating Copilot for Sales into Teams and Outlook workflows. No multiple-choice questions, no checkbox forms — just your ability to talk through real technical decisions out loud.
What sets this badge apart from a self-declared LinkedIn skill is the depth of the questioning. The AI does not just check whether you know module names — it asks you to justify why you chose a virtual table over a standard table in Dataverse, how you decide between a cloud flow and a C# plug-in, or how you handle sales forecasting when field teams push back on the data. The transcript is then analyzed by Claude Opus, which produces a score from 0 to 100, a proficiency level (Novice / Proficient / Advanced / Expert), and a detailed per-criterion report.
This badge is built for Dynamics 365 functional and technical consultants, CRM administrators, Power Platform architects, and project managers who want to stand out in a competitive bid, a job interview, or a contract negotiation. It is equally relevant for in-house CRM leads who need to demonstrate they have the depth to oversee a deployment or migration project without relying entirely on their vendor.
Here are the concrete dimensions the AI examines during the 15-minute oral.
Lead management, opportunity qualification, business process flows, sales forecasting, Customer Service queues, SLA configuration, and routing rules across both core modules.
Designing standard and custom tables, polymorphic relationships, lookup columns, virtual tables, calculated and rollup columns, and managing solutions and environments across a Power Platform tenant.
Triggering cloud flows from Dataverse events, choosing between classic workflows, cloud flows, C# plug-ins and Power Fx business rules based on latency requirements and deployment context.
Configuring security roles, owner and access teams, hierarchical business units, column-level security and audit logging for multi-country deployments where sales reps must only see their own portfolio.
Real-world use of Sales Copilot inside Outlook and Teams, meeting summaries, AI-generated email suggestions, automatic CRM updates, and honest assessment of what is production-ready vs still in preview.
Native connectors (SharePoint, Teams, Azure Service Bus), Dataverse Web API (OData), ERP integration patterns with Finance & Operations, and architectural trade-offs between dual-write and virtual entities.
Diagnosing slowness caused by heavy views or duplicate-detection rules, optimizing forms and dashboards, measuring post-deployment adoption rates, and structuring end-user training rollouts.
Advising clients objectively on whether Dynamics 365 is the right fit vs Salesforce, HubSpot or a custom solution, based on existing Microsoft 365 footprint, budget constraints and business use cases.
Final scoring is performed by Claude (Anthropic), which reads back the full transcript and applies this weighted criteria grid.
Depth of knowledge across Sales, Customer Service, Dataverse, security mechanisms and the native automation options available on the platform — including the nuances between different table types and flow triggers.
Quality of reasoning when making trade-offs: standard vs custom table, cloud flow vs plug-in, dual-write vs virtual entity. Strong candidates justify every decision with concrete business context, not just best-practice recitation.
Richness and precision of cited examples — volume, scope, exact role, complications faced. Expert-level candidates describe mistakes made, compromises accepted and measurable outcomes, not hypothetical scenarios.
Familiarity with semi-annual wave releases, Copilot for Sales features, Teams and Outlook integration updates, Dataverse enhancements and licensing changes that affect solution architecture decisions.
Ability to explain complex Dynamics 365 concepts concisely, structure a technical answer for a business stakeholder, and ask the right scoping questions before jumping to a solution.
A Plume session takes about 20 minutes, from tech check to badge delivery.
Your mic and connection are tested before the exam starts. Make sure you are in a quiet space with a stable internet connection — the AI examiner starts recording as soon as you confirm you are ready.
The AI asks you to introduce yourself and describe your most complex or most recent Dynamics 365 deployment: modules activated, data volume, your exact role and the broader technical environment.
The AI examiner asks 5 to 6 targeted questions covering Dataverse, automations, security, integrations and Copilot for Sales. It adjusts the depth of its follow-ups based on your answers and can drill into a specific technical point if your response opens the door.
A final question tests your consulting maturity: when do you actively advise a client against Dynamics 365? This question is designed to surface independent judgment over platform loyalty.
The transcript is analyzed by Claude Opus. You receive your score out of 100, your proficiency level (Novice to Expert), a detailed per-criterion report and the shareable URL of your Dynamics 365 badge.
Your score out of 100 translates into a level a recruiter can grasp at a glance.
You can navigate the Dynamics 365 interface and work inside Sales or Customer Service with guidance, but you rely on tutorials for basic configurations. You have not yet managed a full deployment end-to-end or worked independently with Dataverse tables or Power Automate flows.
You have contributed to at least one Dynamics 365 deployment: you can configure entities, views and forms, build basic cloud flows in Power Automate and manage standard security roles. You understand Dataverse fundamentals but have not yet made architectural trade-offs between table types or automation patterns.
You lead multi-module deployments with complex security requirements (business units, column-level security, multi-country). You are comfortable with Power Automate, plug-ins, ALM and solution management. You integrate Dynamics 365 with third-party systems and make argued architectural choices across Power Platform options.
You are the go-to architect on large-scale Dynamics 365 projects: you design the Dataverse data model, define the security strategy, anticipate wave release impacts and advise on whether Dynamics 365 is the right platform at all. You use Copilot for Sales critically and mentor other consultants on best practices.
No degree or years of experience required to take the badge. Here are the profiles it makes the most sense for.
You work on Sales or Customer Service deployments and want a credible, third-party-verified badge to share with prospective clients before a new engagement, alongside your official Microsoft certifications.
You build automations, plug-ins and integrations on Dynamics 365 and want to prove your Dataverse and Power Automate depth to recruiters or IT directors who cannot assess it from a CV alone.
You own a Dynamics 365 deployment or migration on the client side and want to demonstrate to your leadership that you have the technical depth to oversee vendors without being entirely dependent on them.
You are applying for CRM administrator, consultant or Dynamics 365 architect roles and want an objective, AI-evaluated signal that differentiates you from other candidates on a short-list.
You deliver Dynamics 365 services on a time-and-materials or fixed-price basis and need a fast, credible way to reassure a new client about your actual skill level without going through a lengthy certification process.
Where and how your Microsoft Dynamics 365 badge will help you day to day.
You take the Plume oral the evening before an interview at a Microsoft Gold Partner. You include the badge URL in your confirmation email — the recruiter sees your Advanced score before the meeting even starts.
Your consultancy is responding to an RFP for a Dynamics 365 Sales rollout at a mid-size manufacturing firm. You attach the Plume badge scores of each proposed consultant to the skills matrix, giving the client objective evidence to compare teams.
You are leaving a full-time role and starting out as an independent Dynamics 365 consultant. The badge lets you demonstrate your level to a first client who has no reference calls to rely on yet.
An IT manager wants to benchmark two CRM administrators before assigning project roles in an upcoming Dynamics 365 Online migration. Plume scores guide the training plan and project responsibility split.
You add the badge URL directly to the Licenses and Certifications section of your LinkedIn profile. The public link shows your score, level and evaluation breakdown — a concrete signal recruiters can verify in seconds.
You are preparing for MB-210 (Dynamics 365 Sales) or MB-230 (Customer Service). The Plume oral acts as a spoken rehearsal, and the AI's follow-up questions reveal the gaps in your preparation before exam day.
A few minutes to check you have everything you need.
At the end of your session you don't just get a score — here's everything that awaits you.
You get a precise score and an official proficiency level (Novice, Proficient, Advanced or Expert) that reflects your real Dynamics 365 mastery — not a self-assessment anyone can inflate.
A structured report breaks down your performance across the 5 evaluation dimensions — technical depth, architecture decisions, field experience, platform awareness and communication — with specific feedback on Dynamics 365.
Your 15-minute oral is securely stored and accessible only to you. Replay it to prepare for your next interview, review your answers or share it selectively with a mentor or coach.
A unique public URL lets you share your Dynamics 365 badge in an email, on LinkedIn or in a proposal doc. Your score and level are instantly visible to any recruiter or client who clicks the link.
Discover related skills you can validate with Plume.
A 15-min oral exam with an AI, a shareable badge for your recruiters.
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